Table of Contents

Delegation

The new WF engine supports two types of delegation:

This is the same delegation support as in the original approval process using the Activiti engine.

Delegations are used to replace the approver of a task with another user. Delegations can be used for any task type.

Task delegation documentation, including procedures and behavior description, is available here (this documentation is shared by the new and original WF engine).

The following section mainly describes the differences between delegation in the original Activiti engine and delegation in the native WF engine.

Permissions

The permission for task delegation is not assigned to any role by default, including the product role userRole.

Example of role permissions with the option to delegate tasks that I can see:

Task visibility permission is provided by evaluators for IdmApprovalTask. More information about their configuration is available here.

Delegation is not recursive. If user A has an automatic delegation to B, and B has a delegation to C, tasks assigned to A are delegated to B only — C is never involved.

Original WF (Activiti)

Aspect Detail
Permission WORKFLOWTASK_READ - anyone who can read the task
Delegator selection (from user) IDENTITY_ALLOW_DISABLED_SELECT - autocomplete also includes disabled identities
Delegate selection (to user) IDENTITY_SELECT - autocomplete includes only active identities
Validation The delegator must be CANDIDATE or ASSIGNEE in Activiti identity links
User selection restrictions None

New native WF engine

Aspect Detail
Permission APPROVALTASK_DELEGATE separate permission for APPROVALTASK
Delegator selection (from user) IDENTITY_ALLOW_DISABLED_SELECT - autocomplete also includes disabled identities
Delegate selection (to user) IDENTITY_SELECT - autocomplete includes only active identities
Validation The old approver must exist in the IdmApprovalTaskApprover table. The old approver and the new approver must be different users.
User selection restrictions None

Delegation history display

It is now possible to display the delegation history directly in the following agendas:

In tables, the "Delegation" column shows the "Dolly" icon only when the task is delegated. In other cases, the icon is not displayed.

After clicking the icon, the delegation history is displayed in a modal window. Example:

The modal window displays the following columns: Delegated by, Delegated to, Created and Delegation type (e.g. default-delegation-type for automatic delegations, manual-task-delegation-type for manual delegations).

In the task detail, the "Delegation" section shows the full delegation path again, including the option to display the complete delegation history overview in a modal window. Example: